Scheduled donation reminders and follow-ups

Purpose

1.1. Send automated, scheduled donation reminders and follow-ups to supporters and past donors.
1.2. Ensure no potential donation is missed by nurturing relationships at the right intervals.
1.3. Maximize recurring donations and donor retention with timely, personalized outreach.
1.4. Reduce staff time spent on manual communications, focusing energy on animal protection initiatives.

Trigger Conditions

2.1. Donor last donation date matches preset interval (e.g., 1 month, 6 months).
2.2. New fundraising campaign launch.
2.3. Lapsed donor detected via CRM.
2.4. Giving Tuesday or event-specific windows.
2.5. Birthdays or donor anniversaries.

Platform Variants

3.1. Twilio
• Messaging API – Configure SMS reminders; schedule on donor intervals; e.g., POST to /Messages.

3.2. SendGrid
• Marketing Campaigns API – Automated email reminders; configure with schedule, donor list mapping.

3.3. Mailchimp
• Automations – Set up journey-based emails; use “Anniversary of last donation” trigger.

3.4. Salesforce Nonprofit Cloud
• Process Builder/Flow – Triggers on lapsed accounts; auto-generates email or task.

3.5. HubSpot
• Workflows – Trigger email sequence for fundraising reminders when donor inactivity detected.

3.6. ActiveCampaign
• Automation builder – Schedule multi-channel reminders; uses “Date-based” trigger for donor actions.

3.7. Constant Contact
• Automated Email Series – Configure set intervals from last engagement.

3.8. Zoho CRM
• Workflow Rules – Send email/SMS via automation linked to donation record.

3.9. Pipedrive
• Automations – Custom reminders for donations using activity triggers.

3.10. Slack
• Scheduled messages via Reminders API – Notify internal teams to follow up.

3.11. Google Calendar
• API for Reminders – Create calendar invites with reminders for donor follow-up tasks.

3.12. Microsoft Outlook
• Calendar API – Schedule follow-up emails and meetings linked to donor events.

3.13. WhatsApp Business API
• Message Templates – Pre-approved donor reminders scheduled through API POST call.

3.14. Facebook Messenger
• Messenger Platform – Automated bot reminders sent after event triggers (e.g., fundraiser RSVP).

3.15. Airtable
• Automations – Use scheduled scripts to send reminders based on record deadlines.

3.16. Monday.com
• Automation Center – Schedule emails or notifications to contributors.

3.17. Intercom
• Campaigns – Triggered messages to donors when support lapses or at periodic intervals.

3.18. Shopify
• Flow App – Remind donors/customers for recurring gifts via email automation.

3.19. Stripe
• Billing API – Automated invoice/reminder email after subscription payment cycles.

3.20. Calendly
• Webhooks – Generate personalized follow-up invitations post-meeting or campaign pledge.

Benefits

4.1. Consistent donor communication boosts engagement and recurring donations.
4.2. Reduces manual effort, freeing resources for core animal protection tasks.
4.3. Increases donor retention and lifetime value with timely follow-ups.
4.4. Enables scalability for small or large donor bases with no drop in donor stewardship quality.
4.5. Ensures all communications are logged, tracked, and reportable for improvement.